AXP AMERICAN EXPRESS CO

Ownership history in Insight Inv LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Insight Inv LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2024 Q3)
Avg. % of fund
2.24%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,864 -110 -0.9% 2.46% $4.4M $369.13
2025 Q3 ADDED 11,974 +163 +1.4% 2.34% $4.0M $330.59
2025 Q2 REDUCED 11,811 -210 -1.7% 2.53% $3.8M $316.67
2025 Q1 ADDED 12,021 +4 +0.0% 2.22% $3.2M $266.22
2024 Q4 ADDED 12,017 +36 +0.3% 2.48% $3.6M $292.98
2024 Q3 REDUCED 11,981 -600 -4.8% 2.73% $3.2M $267.02
2024 Q2 REDUCED 12,581 -100 -0.8% 2.52% $2.9M $227.30
2024 Q1 REDUCED 12,681 -15 -0.1% 2.51% $2.9M $222.82
2023 Q4 ADDED 12,696 +70 +0.6% 2.33% $2.4M $182.74
2023 Q3 REDUCED 12,626 -135 -1.1% 2.09% $1.9M $144.93
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)
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